Wilsey Asset Management Inc. Sells 1,834 Shares of JPMorgan Chase & Co. $JPM

Wilsey Asset Management Inc. trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 137,477 shares of the financial services provider’s stock after selling 1,834 shares during the quarter. JPMorgan Chase & Co. makes up 6.9% of Wilsey Asset Management Inc.’s portfolio, making the stock its 4th biggest holding. Wilsey Asset Management Inc.’s holdings in JPMorgan Chase & Co. were worth $44,298,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Roxbury Financial LLC lifted its holdings in JPMorgan Chase & Co. by 0.4% in the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after purchasing an additional 31 shares in the last quarter. Collective Family Office LLC grew its holdings in shares of JPMorgan Chase & Co. by 1.0% during the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after buying an additional 32 shares in the last quarter. Peterson Wealth Advisors LLC raised its position in shares of JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock valued at $635,000 after buying an additional 33 shares during the last quarter. Rialto Wealth Management LLC raised its position in shares of JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after buying an additional 33 shares during the last quarter. Finally, TradeWell Securities LLC. lifted its stake in shares of JPMorgan Chase & Co. by 0.3% during the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after buying an additional 34 shares during the period. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Up 1.3%

Shares of JPM opened at $290.16 on Tuesday. JPMorgan Chase & Co. has a fifty-two week low of $202.16 and a fifty-two week high of $337.25. The company’s fifty day moving average is $301.64 and its two-hundred day moving average is $307.86. The firm has a market cap of $782.56 billion, a PE ratio of 14.50, a price-to-earnings-growth ratio of 1.19 and a beta of 1.06. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

JPMorgan Chase & Co. (NYSE:JPM) last released its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The business had revenue of $45.80 billion during the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the prior year, the firm posted $4.81 EPS. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. Analysts forecast that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Monday, April 6th will be paid a dividend of $1.50 per share. The ex-dividend date is Monday, April 6th. This represents a $6.00 annualized dividend and a yield of 2.1%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

Insider Buying and Selling

In other news, insider Robin Leopold sold 433 shares of the business’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total transaction of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares in the company, valued at approximately $19,155,295.20. The trade was a 0.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Jeremy Barnum sold 2,893 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.79, for a total transaction of $904,901.47. Following the sale, the chief financial officer directly owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. This trade represents a 9.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 72,029 shares of company stock worth $22,195,693. Corporate insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. News Summary

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: JPMorgan is leading large financing for leveraged buyouts, including kicking off an ~$8B junk?bond sale and boosting the loan portion to about $5B for the Electronic Arts buyout — a clear source of fee and loan income. JPMorgan kicks off US$8 billion junk?bond sale for EA buyout
• Positive Sentiment: JPM expanded a credit commitment to Core Scientific by $500M (bringing the facility to $1B), increasing exposure to AI/data?center financing — higher loan balances and potential fees if credit performance holds. JPMorgan Adds $500M to Core Scientific Financing, Total Hits $1B
• Positive Sentiment: JPMorgan launched a client hedging solution for AI?related debt risk — a product that can drive trading, structuring and advisory revenue as AI?exposed borrowers expand. JPMorgan offers clients a new way to hedge AI debt risk
• Positive Sentiment: Analysts note that proposed easing of bank capital rules could free up lending capacity for large banks like JPMorgan, potentially boosting net interest income and return on equity over time. The Zacks Analyst Blog Highlights JPMorgan
• Neutral Sentiment: CEO Jamie Dimon discussed aggressive AI deployment at the bank and societal job?disruption risks — signals about strategy but limited immediate earnings impact. Jamie Dimon on AI Job Losses
• Neutral Sentiment: Industry reports highlight tokenized deposits and on?chain cash initiatives (including JPMorgan’s Kinexys work) — strategic positioning with longer?term payoff rather than immediate revenue. Banks push tokenized deposits as onchain cash race intensifies
• Neutral Sentiment: Insider selling (433 shares by an executive) and multiple analyst previews ahead of the April 14 earnings release keep attention on fundamentals and guidance; these items are watch?list signals rather than immediate drivers. Insider filing
• Negative Sentiment: JPMorgan has trimmed its 2026 stock?market outlook multiple times; more conservative macro views from the firm can weigh on client risk appetite and investor sentiment ahead of macro prints and the bank’s earnings. JPMorgan just slashed 2026 stock market outlook again

Wall Street Analysts Forecast Growth

JPM has been the topic of a number of analyst reports. Truist Financial decreased their target price on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. Zacks Research raised JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, March 10th. The Goldman Sachs Group raised their price objective on JPMorgan Chase & Co. from $386.00 to $397.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Wall Street Zen raised JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research report on Sunday, January 18th. Finally, CICC Research assumed coverage on JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $355.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $340.00.

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.